{
  "report_rows": [
    {
      "kpi": "Net sales (FQ1'27, Jun-qtr)",
      "prediction": "BEAT",
      "answer": "pred ~$1.478B vs. cons ~$1.456B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Non-GAAP EPS (FQ1'27)",
      "prediction": "BEAT",
      "answer": "pred ~$0.73 vs. cons ~$0.69",
      "confidence": "HIGH"
    },
    {
      "kpi": "Non-GAAP gross margin (FQ1'27)",
      "prediction": "IN-LINE",
      "answer": "pred ~62.9% vs. cons ~62.75%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Net sales guide (FQ2'27, Sep-qtr)",
      "prediction": "BETTER",
      "answer": "guide ~$1.60B vs. cons ~$1.54B (Sep-qtr, +9-10% QoQ vs Street +5-6%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS guide (FQ2'27, Sep-qtr)",
      "prediction": "BETTER",
      "answer": "guide ~$0.80 vs. cons ~$0.76 (Sep-qtr)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP gross margin guide (FQ2'27)",
      "prediction": "BETTER",
      "answer": "guide ~63.75% vs. cons ~63.4% (Sep-qtr, underutilization shrinking)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data-center/AI megatrend revenue quantification",
      "prediction": "UNKNOWN",
      "answer": "guide ~undisclosed $ vs. cons ~no formal breakout (FY27 commentary)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Bar was reset hard (-24% off June high, -33% peak-to-trough into print), so a June beat plus a double-digit sequential Sep guide well above the +5-6% Street bogey drives net-upward out-period revisions rather than implicit cuts; strong backlog/book-to-bill >1 and shrinking underutilization charges reinforce upside, so an initial pop should see follow-through. Risk to fade: supply-constraint hedging capping shipments and COO-departure/continuity overhang could stall momentum, hence only modest follow-through and LOW confidence.",
  "day5_confidence": "LOW"
}